OTCKX
Price
$33.02
Change
+$0.38 (+1.16%)
Updated
Jun 16 closing price
Net Assets
15.05B
PMBPX
Price
$44.56
Change
+$0.26 (+0.59%)
Updated
Jun 16 closing price
Net Assets
30.56B
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OTCKX vs PMBPX

Header iconOTCKX vs PMBPX Comparison
Open Charts OTCKX vs PMBPXBanner chart's image
MFS Mid Cap Growth R6
Price$33.02
Change+$0.38 (+1.16%)
VolumeN/A
Net Assets15.05B
Principal MidCap R5
Price$44.56
Change+$0.26 (+0.59%)
VolumeN/A
Net Assets30.56B
OTCKX vs PMBPX Comparison Chart
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OTCKX vs. PMBPX commentary
Jun 17, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OTCKX is a StrongBuy and PMBPX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 30.6B vs. OTCKX (15B). PMBPX pays higher dividends than OTCKX: PMBPX (0.01) vs OTCKX (0.00). OTCKX was incepted earlier than PMBPX: OTCKX (12 years) vs PMBPX (25 years). PMBPX (0.83) is less costly to investors than OTCKX (0.67). OTCKX is a more actively managed with annual turnover of: 35.00 vs. PMBPX (10.50). OTCKX (0) and PMBPX (0) have matching initial minimum investment requirements. PMBPX annual gain was more profitable for investors over the last year : 10.26 vs. OTCKX (4.08). PMBPX return over 5 years is better than : 54.31 vs. OTCKX (41.67).
OTCKXPMBPXOTCKX / PMBPX
Total Expense Ratio0.660.8380%
Annual Report Gross Expense Ratio0.670.8381%
Fund Existence12 years25 years-
Gain YTD3.8831.933201%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets15B30.6B49%
Annual Yield % from dividends0.000.01-
Returns for 1 year4.0810.2640%
Returns for 3 years42.7849.5286%
Returns for 5 years41.6754.3177%
Returns for 10 years110.9992.68120%
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